4/30/2025 | Weil Company Inc. | 63,888 | $4.06M | 1.2% | +133.0% | 0.126% | |
4/30/2025 | Quotient Wealth Partners LLC | 20,722 | $1.32M | 0.0% | N/A | 0.041% | |
4/30/2025 | Stratos Wealth Partners LTD. | 6,754 | $429K | 0.0% | +3.7% | 0.013% | |
4/29/2025 | Heritage Wealth Management Inc. | 17,939 | $1.14M | 0.4% | +35.6% | 0.035% | |
4/29/2025 | Envestnet Asset Management Inc. | 1,189,600 | $75.59M | 0.0% | +465.1% | 2.353% | |
4/29/2025 | Concurrent Investment Advisors LLC | 5,597 | $355K | 0.0% | +16.9% | 0.011% | |
4/29/2025 | Wayfinding Financial LLC | 16,823 | $1.07M | 0.5% | -3.2% | 0.033% | |
4/29/2025 | Olde Wealth Management LLC | 2,861 | $181K | 0.1% | N/A | 0.006% | |
4/29/2025 | MBA Advisors LLC | 4,657 | $296K | 0.1% | N/A | 0.009% | |
4/28/2025 | D.A. Davidson & CO. | 33,482 | $2.13M | 0.0% | +1.5% | 0.066% | |
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4/28/2025 | Mutual Advisors LLC | 10,978 | $668K | 0.0% | -85.2% | 0.022% | |
4/28/2025 | Strategic Financial Concepts LLC | 4,431 | $282K | 0.1% | +13.6% | 0.009% | |
4/28/2025 | FSM Wealth Advisors LLC | 368,658 | $23.43M | 5.3% | +2.9% | 0.729% | |
4/28/2025 | DAVENPORT & Co LLC | 82,921 | $5.27M | 0.0% | +123.6% | 0.164% | |
4/28/2025 | Clear Creek Financial Management LLC | 13,079 | $831K | 0.1% | N/A | 0.026% | |
4/25/2025 | Westside Investment Management Inc. | 4,631 | $294K | 0.1% | +15.6% | 0.009% | |
4/25/2025 | Albion Financial Group UT | 4,850 | $308K | 0.0% | +259.3% | 0.010% | |
4/25/2025 | Convergence Financial LLC | 312,592 | $19.86M | 3.9% | +1.7% | 0.618% | |
4/24/2025 | 3Chopt Investment Partners LLC | 31,517 | $2.00M | 0.5% | +26.9% | 0.062% | |
4/23/2025 | Western Wealth Management LLC | 38,081 | $2.42M | 0.2% | N/A | 0.075% | |
4/23/2025 | Perigon Wealth Management LLC | 53,328 | $3.39M | 0.1% | +4.2% | 0.105% | |
4/23/2025 | Daymark Wealth Partners LLC | 366,672 | $23.30M | 1.0% | -4.1% | 0.725% | |
4/23/2025 | Steph & Co. | 723,153 | $45.95M | 16.5% | -1.1% | 1.431% | |
4/23/2025 | Independence Asset Advisors LLC | 4,699 | $299K | 1.0% | N/A | 0.009% | |
4/23/2025 | Mascagni Wealth Management Inc. | 29,040 | $1.84M | 1.8% | +7.3% | 0.057% | |
4/23/2025 | Oppenheimer & Co. Inc. | 5,169 | $328K | 0.0% | N/A | 0.010% | |
4/22/2025 | 5T Wealth LLC | 49,165 | $3.12M | 1.7% | -9.9% | 0.097% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 100,834 | $6.41M | 0.0% | +352.4% | 0.199% | |
4/22/2025 | Crumly & Associates Inc. | 69,841 | $4.44M | 1.2% | -66.6% | 0.138% | |
4/22/2025 | Worth Financial Advisory Group LLC | 8,930 | $567K | 0.4% | +21.5% | 0.018% | |
4/22/2025 | Private Wealth Partners LLC | 13,150 | $836K | 0.1% | +75.3% | 0.026% | |
4/21/2025 | Avior Wealth Management LLC | 1,014,047 | $64.43M | 2.4% | +5.6% | 2.006% | |
4/21/2025 | Clear Point Advisors Inc. | 8,704 | $553K | 0.5% | -4.9% | 0.017% | |
4/21/2025 | Envestnet Portfolio Solutions Inc. | 6,630 | $421K | 0.0% | N/A | 0.013% | |
4/21/2025 | PUREfi Wealth LLC | 6,673 | $424K | 0.4% | N/A | 0.013% | |
4/21/2025 | MN Wealth Advisors LLC | 123,706 | $7.86M | 4.6% | -7.2% | 0.245% | |
4/17/2025 | Sagespring Wealth Partners LLC | 2,803,939 | $178.16M | 1.7% | N/A | 5.547% | |
4/17/2025 | Janney Montgomery Scott LLC | 1,477,361 | $93.87M | 0.3% | +3.6% | 2.923% | |
4/17/2025 | M.E. Allison & CO. Inc. | 10,516 | $668K | 0.7% | +29.2% | 0.021% | |
4/17/2025 | Cyndeo Wealth Partners LLC | 45,494 | $2.89M | 0.2% | N/A | 0.090% | |
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4/17/2025 | Good Life Advisors LLC | 12,505 | $795K | 0.1% | +10.3% | 0.025% | |
4/17/2025 | Fairvoy Private Wealth LLC | 10,305 | $655K | 0.2% | N/A | 0.020% | |
4/17/2025 | Exchange Traded Concepts LLC | 96,354 | $6.12M | 0.1% | +4.6% | 0.191% | |
4/16/2025 | Avaii Wealth Management LLC | 12,476 | $793K | 0.4% | -92.6% | 0.025% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 29,068 | $1.85M | 0.0% | +1.8% | 0.058% | |
4/16/2025 | Krilogy Financial LLC | 11,494 | $730K | 0.0% | +7.4% | 0.023% | |
4/16/2025 | Twin Peaks Wealth Advisors LLC | 10,083 | $607K | 0.3% | +120.5% | 0.020% | |
4/15/2025 | GPS Wealth Strategies Group LLC | 6,414 | $408K | 0.1% | -22.8% | 0.013% | |
4/14/2025 | Farther Finance Advisors LLC | 10,843 | $688K | 0.0% | +31.7% | 0.021% | |
4/14/2025 | Daymark Wealth Partners LLC | 366,672 | $23.30M | 0.8% | -4.1% | 0.725% | |
4/14/2025 | CMH Wealth Management LLC | 43,806 | $2.78M | 0.7% | -0.9% | 0.087% | |
4/14/2025 | Priebe Wealth Holdings LLC | 34,513 | $2.19M | 1.4% | +24.1% | 0.068% | |
4/14/2025 | Orrstown Financial Services Inc. | 605,828 | $38.49M | 9.2% | +600.4% | 1.198% | |
4/14/2025 | Gemmer Asset Management LLC | 78,925 | $5.02M | 0.5% | +0.2% | 0.156% | |
4/11/2025 | GGM Financials LLC | 85,016 | $5.40M | 3.7% | +1.2% | 0.172% | |
4/11/2025 | Alliance Wealth Advisors LLC | 8,950 | $569K | 0.3% | -81.0% | 0.018% | |
4/11/2025 | SeaCrest Wealth Management LLC | 5,266 | $335K | 0.0% | +9.8% | 0.011% | |
4/11/2025 | Unique Wealth LLC | 216,219 | $13.74M | 2.6% | N/A | 0.436% | |
4/10/2025 | Thurston Springer Miller Herd & Titak Inc. | 1,280 | $81K | 0.0% | N/A | 0.003% | |
4/10/2025 | Lake Street Private Wealth LLC | 14,988 | $952K | 0.2% | -10.8% | 0.030% | |
4/10/2025 | Sugar Maple Asset Management LLC | 27,264 | $1.73M | 1.4% | +48.3% | 0.055% | |
4/10/2025 | Firethorn Wealth Partners LLC | 7,187 | $457K | 0.2% | +7.8% | 0.015% | |
4/10/2025 | Strategic Planning Group LLC | 29,423 | $1.87M | 0.4% | -43.1% | 0.059% | |
4/10/2025 | Triangle Securities Wealth Management | 237,946 | $15.12M | 3.9% | +1.4% | 0.480% | |
4/9/2025 | Harbor Investment Advisory LLC | 5,211 | $331K | 0.0% | +25.8% | 0.011% | |
4/9/2025 | Arlington Financial Advisors LLC | 311,189 | $19.77M | 3.5% | +18.2% | 0.628% | |
4/7/2025 | AdvisorNet Financial Inc | 6,090 | $387K | 0.0% | +7.4% | 0.012% | |
4/1/2025 | MassMutual Private Wealth & Trust FSB | 27,685 | $1.76M | 0.1% | -18.0% | 0.056% | |
3/24/2025 | Mascagni Wealth Management Inc. | 29,040 | $1.84M | 1.6% | N/A | 0.064% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 28,559 | $1.81M | 0.0% | +7.4% | 0.063% | |
2/25/2025 | B. Riley Wealth Advisors Inc. | 10,313 | $653K | 0.0% | +91.9% | 0.023% | |
2/21/2025 | Ascent Group LLC | 14,678 | $929K | 0.1% | +4.6% | 0.033% | |
2/21/2025 | WNY Asset Management LLC | 438,396 | $27.75M | 3.4% | +3.6% | 0.994% | |
2/19/2025 | ARQ Wealth Advisors LLC | 150,663 | $9.54M | 3.6% | -0.6% | 0.342% | |
2/19/2025 | WCG Wealth Advisors LLC | 351,056 | $22.22M | 1.5% | +179.1% | 0.796% | |
2/18/2025 | First Heartland Consultants Inc. | 39,913 | $2.53M | 0.2% | N/A | 0.209% | |
2/17/2025 | Visionary Wealth Advisors | 32,836 | $2.08M | 0.1% | -46.3% | 0.172% | |
2/17/2025 | Royal Bank of Canada | 317,388 | $20.09M | 0.0% | +41.3% | 1.662% | |
2/17/2025 | LRI Investments LLC | 9,000 | $570K | 0.0% | N/A | 0.047% | |
2/17/2025 | Focus Partners Wealth | 323,780 | $20.50M | 0.1% | N/A | 1.695% | |
2/17/2025 | Cetera Investment Advisers | 973,029 | $61.59M | 0.1% | +7.0% | 5.094% | |
2/17/2025 | Captrust Financial Advisors | 85,093 | $5.39M | 0.0% | -4.7% | 0.446% | |
2/17/2025 | Citadel Advisors LLC | 32,506 | $2.06M | 0.0% | -96.6% | 0.170% | |
2/17/2025 | Cary Street Partners Financial LLC | 1,600 | $101K | 0.0% | N/A | 0.008% | |
2/17/2025 | Bank of America Corp DE | 195,018 | $12.35M | 0.0% | +1,969.2% | 1.021% | |
2/17/2025 | Benjamin Edwards Inc. | 23,577 | $1.49M | 0.0% | -0.9% | 0.123% | |
2/17/2025 | Ameriprise Financial Inc. | 1,432,236 | $90.66M | 0.0% | +0.0% | 7.499% | |
2/14/2025 | Jane Street Group LLC | 66,346 | $4.20M | 0.0% | N/A | 0.347% | |
2/14/2025 | Keyvantage Wealth LLC | 14,614 | $925K | 0.7% | N/A | 0.077% | |
2/14/2025 | Integrated Wealth Concepts LLC | 101,850 | $6.45M | 0.1% | +0.2% | 0.533% | |
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2/14/2025 | Susquehanna International Group LLP | 69,034 | $4.37M | 0.0% | +197.3% | 0.361% | |
2/14/2025 | IHT Wealth Management LLC | 4,403 | $279K | 0.0% | -72.2% | 0.023% | |
2/14/2025 | Stifel Financial Corp | 177,615 | $11.24M | 0.0% | +5.1% | 0.930% | |
2/14/2025 | MML Investors Services LLC | 74,348 | $4.71M | 0.0% | -3.2% | 0.389% | |
2/14/2025 | GeoWealth Management LLC | 8,952 | $567K | 0.0% | -3.3% | 0.047% | |
2/13/2025 | CreativeOne Wealth LLC | 42,831 | $2.71M | 0.1% | +12.0% | 0.224% | |
2/13/2025 | 3Chopt Investment Partners LLC | 24,841 | $1.57M | 0.5% | +11.7% | 0.130% | |
2/13/2025 | Synovus Financial Corp | 34,530 | $2.19M | 0.0% | -50.9% | 0.181% | |
2/13/2025 | Raymond James Financial Inc. | 520,388 | $32.94M | 0.0% | N/A | 2.725% | |
2/13/2025 | Advisory Services Network LLC | 7,548 | $478K | 0.0% | N/A | 0.040% | |